See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,517 | $111,754-94.2% | $103,333-93.7% | $145,922-95.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.91% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,771 | $4,212-58.0% | $3,868-54.2% | $4,660-62.0% |
| Participant deferral / active EE | $2,429 | $5,619-56.8% | $5,057-52.0% | $6,688-63.7% |
| Admin fee / account holder | $357 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |